InvestGlass invites you to their event
About this event
Ready to elevate your productivity and streamline your operations?
Join Alexandre Gaillard, CEO of InvestGlass, for a live deep-dive session on mastering automations within the InvestGlass ecosystem.
In this session, you’ll discover how to:
🔁 Stream data seamlessly using the InvestGlass API and webhooks — both ways.
🛠️ Create dynamic loops to automate bulk actions efficiently.
🤖 Harness AI to research and triage tasks — saving you hours of manual work.
💬 Plus, stick around for a live Q&A with Alexandre, where you can get tailored advice for your unique workflow challenges.
InvestGlass is a Swiss based CRM, PMS, Client Portal, Digital onboarding tools platform. Discover the Swiss CRM platform that gives you the freedom to create, design, manage and develop your digital presence exactly the way you want.
